Having the Heno team support our cloud accounting has been key to giving us the visibility and control we need to keep growing
Shannon Copeland
COO, Professional Services
You already run Sage Intacct.Get the project profitability Intacct is built to deliver.
Our team will configure dimensions, tighten the operating rhythm, and stay alongside yours—so project margin shows up clearly in Intacct.
- Project P&L by dimension
- Dashboards leadership can trust
- A close and data rhythm that holds
One source of truth
Our team turns disconnected systems and conflicting reports into one number leadership can trust.
Before Heno
Three conflicting answers
After Heno
One answer, every time
Live reporting views
Revenue, costs, and net income for every project.
- Project A41%
- Project B33%
- Project C24%
- Project D17%
Trusted by project-based teams using Intacct
What firms say after improving visibility, reporting, and project profitability with Heno in Intacct.
Non-profits have unique requirements and having a services partner who are accountants that understand our back-office operational needs for workflow and reporting has been key to our success.
Tola Sanni
CFO, Not For Profit
The Heno expertise in the commercial solar industry is demonstrated by the solutions that we have deployed together that cover Development, EPC and Maintenance & Operations.
Darren Devine
CFO, Solar
Working with people who understand the construction lifecycle in terms of construction operations, accounting and planning has been key to the success of our business.
Jaime Kipke
CFO, Construction
Working with Heno to design and implement our modernized and automated back-office has improved our productivity and decision making.
Ali Diba, Ph.D.
President, Software & Services
We improved visibility and efficiency by leveraging outsourced managed accounting and fractional technology transformation services for both our internal accounting and for that of our portfolio companies
Richard Campbell
CFO, Private Equity Firm
The key benefit of using Heno’s CPAs and accountants, to implement our advanced accounting system, was their knowledge of SaaS accounting and operational issues.
Jim FitzGibbons
CFO, Software
Our accounting and Salesforce automation continues to improve and provide us with the visibility and control we need
Brent Lloyd
VP, Software
Having the Heno team support our cloud accounting has been key to giving us the visibility and control we need to keep growing
Shannon Copeland
COO, Professional Services
Non-profits have unique requirements and having a services partner who are accountants that understand our back-office operational needs for workflow and reporting has been key to our success.
Tola Sanni
CFO, Not For Profit
The Heno expertise in the commercial solar industry is demonstrated by the solutions that we have deployed together that cover Development, EPC and Maintenance & Operations.
Darren Devine
CFO, Solar
Working with people who understand the construction lifecycle in terms of construction operations, accounting and planning has been key to the success of our business.
Jaime Kipke
CFO, Construction
Working with Heno to design and implement our modernized and automated back-office has improved our productivity and decision making.
Ali Diba, Ph.D.
President, Software & Services
We improved visibility and efficiency by leveraging outsourced managed accounting and fractional technology transformation services for both our internal accounting and for that of our portfolio companies
Richard Campbell
CFO, Private Equity Firm
The key benefit of using Heno’s CPAs and accountants, to implement our advanced accounting system, was their knowledge of SaaS accounting and operational issues.
Jim FitzGibbons
CFO, Software
Our accounting and Salesforce automation continues to improve and provide us with the visibility and control we need
Brent Lloyd
VP, Software
Month-end close
Close in progress · Day 14
You’ve already invested in Intacct. Now let our team unlock the visibility it was built to provide.
You moved to Intacct for better visibility into performance, profitability, and growth. With the right structure, reporting, and operating rhythm, Heno and Intacct can deliver it.
- A month-end close that runs with consistency
- Clear visibility into project, client, and service-line profitability
- Reporting leadership can trust and use to make decisions
Intacct is a strong platform. Most teams don’t need a new system. They need reporting, processes, and data that align with how the business actually operates.
Keep Intacct. Improve visibility.
Most back offices don’t break. They’re set up for accounting, not project visibility.
You have the tool. You need the structure.
Without the right data shape, project reporting takes extra work—and decisions wait.
Built for how project firms actually operate.
Revenue, delivery, and accounting stay connected so reporting mirrors the real business.
A back office leadership can trust.
Consistent close rhythm and dashboards that give one clear answer, every time.
$50M to over $1B
The range of firms our team has helped scale with stronger back office operations.
Mid-implementation or post go-live?
If your Intacct rollout is underway—or live but not yet delivering the reporting you expected—our team can help. We step in alongside yours, strengthen the implementation, and get the project visibility the platform is designed to provide.
The opportunity is rarely a new system.
Most often, the biggest gains come from aligned data, consistent processes, and reporting leadership can trust.
The team that turns Intacct into real visibility.
Heno BackOffice brings the CPAs, Intacct specialists, and data-management experts your business needs—so the system you chose can deliver clear project profitability and real-time reporting.
- Intacct configured and used to its advanced capability
- Data management held to the discipline reliable reporting requires
- Real-time project dashboards, built for how you actually run
- A back office run as an extension of your team, month after month
The 7 Steps to Project Profit Visibility
With Heno, move from disconnected systems to reporting leadership trusts—using our proprietary 7-step accounting and data model.
The eight areas we assess
- Technology
- Sales
- Profitability
- Project Accounting
- Accounting
- Workforce
- Material
- Organization
L1Disconnected
Level 1 — Disconnected
L2Centralized
Level 2 — Centralized
L3Cloud
Level 3 — Cloud
L4Automation
Level 4 — Automation
L5Connected
Level 5 — Connected
L6Reporting
Level 6 — Reporting
L7Real-time
Level 7 — Real-time
Level 2
Centralized Accounting System
Accounting is centralized, but project and operational data still live elsewhere.
Technology Centralized Accounting System
Profitability Actual Basis Financials
Accounting Track Invoice Backlog
Material AP Bills linked to Projects
Sales Simple Prospect Tracking
Project Accounting Track Revenue by Project
Workforce Track Labor Tasks (Simple)
Organization Basic Shared Services
Most firms sit at Level 2 or 3.
Here’s how you move up the model—so visibility becomes a strategic operating advantage.
See where you stand →Heno works with project-based firms.
Heno BackOffice supports firms where revenue, delivery, and financial operations are tightly connected, and where reliable insight fuels growth. Choose your industry to explore how we can help.
Choose your sector:
Case studies
Back Office Transformations
Real firms, real visibility. See how project-based businesses get more from Intacct with a back office built to run on it.
From kickoff to full visibility, in phases.
We deliver in clear phases so useful capability comes online early—and builds through day 90. Here’s what typically comes online, and when.
Under 30 Days
- Cash flow forecasting
- Annual operating planning
- Workforce planning
- Monthly close & consolidation
- Financial reporting
- Multi-dimensional ad-hoc analysis
Under 60 Days
- Long-range planning
- Monthly rolling forecasts
- Driver-based revenue planning
- SaaS bookings waterfall
- Project planning
- Customer profitability planning
Under 90 Days
- Sales & ops planning
- Demand planning
- Trade promotion planning
- SKU-level planning
- Territory & quota management
- Account segmentation & scoring
Questions leaders ask before they partner
Straight answers to what CEOs, founders, and CFOs want to know before bringing in a back-office partner.
How long until we’re up and running?
We move in phases so value shows up early. Within 30 days you typically have core financials working: monthly close, financial reporting, cash flow forecasting, and ad-hoc analysis. By 60 days, rolling forecasts and project planning. By 90 days, fuller sales and operations planning—built in steps you can evaluate along the way.
What is the data visibility assessment?
It maps where your back office sits on our 7-level project profit visibility model—what Intacct capabilities are unused, and which gaps affect profitability first. Most engagements begin here. About three minutes, free, no sales call required.
We already run Sage Intacct. Do we have to switch systems?
No. Keep Intacct. Most teams need configuration, data discipline, and an operating rhythm aligned with how the business actually runs—not a new ledger.
Do we lose control or visibility by outsourcing our accounting?
No. You keep oversight. Heno runs as an extension of your team with real-time dashboards and reporting leadership can trust.
What happens to our current finance team during the transition?
We work alongside your people. Nothing gets dropped—knowledge transfers, the close strengthens, and your team focuses on higher-value work while the back office becomes more reliable.
“The real value isn't just in the accounting—it's in building a back office that produces reliable visibility across the business.”
Jim French — Founder, President, and CFO
Start improving your back office today
See where your current setup can improve—and what it takes to create reliable financial visibility.
Get your back office assessment